SUMMITRY LLC

Position in CNC — Centene Corp

CIK 1280043 Foster City, CA

Position in CNC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,181,866

+$398,562 QoQ

Shares Held

18,412

-23.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#477

of 997 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

SUMMITRY LLC holds $2,407,566 across 4 Healthcare Plans names. CNC ranks #1 (49.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNC	Centene Corp This page	18,412	$1,181,866
2	UNH	Unitedhealth Group Inc	1,821	$756,862
3	ELV	Elevance Health, Inc.	661	$255,628
4	CVS	CVS HEALTH Corp	2,061	$213,210

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,181,866	18,412	-23.0%	Shares	Sole	2026-07-21
2026-03-31	$783,304	23,925	+1.1%	Shares	Sole	2026-05-22
2025-12-31	$974,102	23,672	+19.4%	Shares	Sole	2026-02-09
2025-09-30	$707,320	19,824	—	Shares	Sole	2025-11-07
No filing history on record for this holder in this stock.